James T. Borello RIA’s Healthpeak Properties DOC Stock Holding History

James T. Borello RIA’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18K	Hold	899	–	–	﹤0.01%	450
2026 Q2	$19.2K	Buy	899 +13	+1%	+$243	﹤0.01%	422
2026 Q1	$14.6K	Buy	886 +778	+720%	+$13.3K	﹤0.01%	449
2025 Q4	$1.74K	Buy	108 +105	+3,500%	+$1.85K	﹤0.01%	804
2025 Q3	$57	Buy	+3	New	+$54	﹤0.01%	971

Other funds holding DOC

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

James T. Borello RIA's DOC Position: Q3 2026 in Review

James T. Borello RIA held its Healthpeak Properties (DOC) position steady in Q3 2026 at 899 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

James T. Borello RIA first reported a position in DOC in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.2K in Q2 2026. 95 funds tracked by Wall St. Rank hold DOC as of Q3 2026.

James T. Borello RIA held 899 shares of Healthpeak Properties worth $18K as of Q3 2026.
James T. Borello RIA left its Healthpeak Properties share count unchanged in Q3 2026.
Healthpeak Properties made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #450 holding.
James T. Borello RIA first reported a position in Healthpeak Properties in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's Healthpeak Properties position peaked at $19.2K in Q2 2026.
95 funds tracked by Wall St. Rank held Healthpeak Properties as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.